You've worked hard, enjoyed financial success, and now the time is approaching to really reap your rewards. But you've got nagging questions at the back of your mind about pensions, investments and taking care of your spouse and your family. You know you've got to get this right. It's time to speak with an IFA.
You're in a great position. You've obviously made good financial decisions to get to this point. But you know you're not an expert. Things change, markets move, complex decisions often need to be made. All you want is to be sure your wealth is managed as well as possible, so your family benefits in the long run.
You're in a great position. You've obviously made good financial decisions to get to this point. But you know you're not an expert. Things change, markets move, complex decisions often need to be made. All you want is to be sure your wealth is managed as well as possible, so your family benefits in the long run.
Services
We're a small firm of Chartered Financial Planners based in Christchurch, Dorset, founded by IFA and retirement expert, Justin King. With over 25 years' experience and a real enthusiasm for helping people, Justin has enabled more than 100 couples to retire successfully - and he can do the same for you.
When you retire, your wealth becomes an important source of income for the rest of your life (as well as any legacy you want to leave). So, it's important to make sure it works hard for you. But the responsibility of managing it is all on you. Wouldn't it be great to share the load? There's the practical stuff.
We like to get to know you properly. Everything stems from us understanding what you want (and we don't just mean financially). To do this we'll take you through our Retirement Success RoadMap to learn more about you and your situation, and to ultimately design the best wealth strategy for your retirement.
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